Enviar un mensaje en la herramienta Conversaciones
Objetivo
Enviar un mensaje a una o más personas en Procore con la herramienta Conversaciones.
Temas a considerar
- Permisos de usuario necesarios:
- Debe existir en el Directorio de un proyecto.
Nota: Las personas a las que desea enviar mensajes también deben existir en el directorio del proyecto.
- Debe existir en el Directorio de un proyecto.
Nota
- Si desea etiquetar a una persona en una conversación, escriba el símbolo @ en el teclado y seleccione su nombre. Menciona a un usuario en una conversación.
- Puede añadir una foto al mensaje arrastrando la foto al cuadro de texto. Consulte ¿Cómo puedo adjuntar una foto a mi mensaje en la herramienta Conversaciones ?
- Si está habilitado para la cuenta de Procore, puede editar o eliminar su mensaje dentro de los cinco (5) minutos posteriores al envío. Consulte Editar o eliminar un mensaje en la herramienta Conversaciones.
Pasos
Consulte las secciones siguientes para aprender a enviar diferentes tipos de mensajes en la herramienta Conversaciones:
Mensajes directos
Enviar nuevo mensaje directo
- Navigate to the Conversations tool (click the conversations
icon in the Procore header). - Click Start Direct Message at the top of the page, or click the create
icon in the 'Direct Messages' section.
- Complete the following information:
- Project: Select the project from the drop-down menu. You can search for the project name or number if needed.
Note: After you select a project, the Team Members list is automatically populated with all users in the project's Directory. - Team Members: Select the people you want to include in the direct message. If your project has distribution groups, you can select one to automatically add everyone in that group. See Add a Distribution Group to the Project Directory.
- A maximum of 100 members can be added.
- Message: Enter your message.
- To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- If you want to add attachments or link items to your message, click the plus
icon and select from the following options:
Note: See Add Items to a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? for more information on how to add items.- Upload from Computer: Allows you to add files from your computer.
- Link Project Items: Allows you to add links to items in the project.
- Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.
- Project: Select the project from the drop-down menu. You can search for the project name or number if needed.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send
icon.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
Enviar un mensaje directo en una conversación existente
- Navigate to the Conversations tool (click the conversations icon in the Procore header).
- In the 'Direct Messages' section, click the name of the direct message you want to open.
- Enter a message in the text box.
- To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- If you want to add attachments or link items to your message, click the plusicon and select from the following options:
Note: See Add Items to a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? for more information on how to add items.- Upload from Computer: Allows you to add files from your computer.
- Link Project Items: Allows you to add links to items in the project.
- Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
Grupos
Enviar un mensaje de grupo
- Navigate to the Conversations tool (click the conversations icon in the top menu of Procore).
- In the Groups section, click the group you want to send a message to.
- Enter a message in the text box.
- To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- If you want to add attachments or link items to your message, click the plusicon and select from the following options:
Note: See Add Items to a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? for more information on how to add items.- Upload from Computer: Allows you to add files from your computer.
- Link Project Items: Allows you to add links to items in the project.
- Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
Elementos
Enviar un mensaje desde un elemento en un proyecto de Procore
- Navigate to the item in a Procore project that you want to send a message about. See Which tools and items support Procore Conversations?
- Click the Conversations
icon to open the side panel.
- Enter a message in the text box.
- To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- If you want to add attachments or link items to your message, click the plus icon and select from the following options:
Note: See Add Items to a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? for more information on how to add items.- Upload from Computer: Allows you to add files from your computer.
- Link Project Items: Allows you to add links to items in the project.
- Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.
- To send the message, click the send icon or press ENTER on your keyboard.
The message is automatically shown in the side panel of the item, and can also be seen within the Conversations tool.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
Enviar un mensaje en una conversación de elemento existente
- Navigate to the Conversations tool (click the conversations icon in the top menu of Procore).
- In the 'Items' section, click the item conversation that you want to send a message in.
Note: Click the expand
icon to show items for a tool as necessary. - Enter a message in the text box.
- To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- To go to the item in the project, click the open
icon. See Go to an Item in Procore from the Conversations Tool. - If you want to add attachments or link items to your message, click the plus icon and select from the following options:
Note: See Add Items to a Message in the Conversations Tool and What items can be added to a message in the Conversations tool? for more information on how to add items.- Upload from Computer: Allows you to add files from your computer.
- Link Project Items: Allows you to add links to items in the project.
- Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.
- When you are ready to send the message, click the send icon or press ENTER on your keyboard.
The message is automatically shown in the side panel of the item, and can also be seen within the Conversations tool.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.